Center for Financial Planning’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
1,250
+154
| +14% | +$114K | 0.11% | 68 |
|
|
2025
Q1 | $632K | Buy |
1,096
+7
| +0.6% | +$4.04K | 0.08% | 86 |
|
|
2024
Q4 | $638K | Buy |
1,089
+51
| +5% | +$29.9K | 0.09% | 81 |
|
|
2024
Q3 | $594K | Buy |
1,038
+50
| +5% | +$28.6K | 0.08% | 83 |
|
|
2024
Q2 | $498K | Buy |
988
+5
| +0.5% | +$2.52K | 0.07% | 89 |
|
|
2024
Q1 | $477K | Buy |
983
+16
| +2% | +$7.77K | 0.07% | 93 |
|
|
2023
Q4 | $342K | Buy |
967
+5
| +0.5% | +$1.77K | 0.06% | 107 |
|
|
2023
Q3 | $289K | Buy |
962
+142
| +17% | +$42.6K | 0.06% | 105 |
|
|
2023
Q2 | $235K | Sell |
820
-34
| -4% | -$9.76K | 0.05% | 125 |
|
|
2023
Q1 | $181K | Buy |
854
+450
| +111% | +$95.4K | 0.04% | 134 |
|
|
2022
Q4 | $48.6K | Sell |
404
-5
| -1% | -$602 | 0.01% | 222 |
|
|
2022
Q3 | $55K | Sell |
409
-39
| -9% | -$5.24K | 0.01% | 204 |
|
|
2022
Q2 | $72K | Buy |
448
+36
| +9% | +$5.79K | 0.02% | 186 |
|
|
2022
Q1 | $92K | Buy |
412
+62
| +18% | +$13.8K | 0.02% | 180 |
|
|
2021
Q4 | $118K | Sell |
350
-93
| -21% | -$31.4K | 0.02% | 160 |
|
|
2021
Q3 | $150K | Sell |
443
-37
| -8% | -$12.5K | 0.04% | 142 |
|
|
2021
Q2 | $167K | Buy |
480
+38
| +9% | +$13.2K | 0.04% | 140 |
|
|
2021
Q1 | $130K | Buy |
442
+210
| +91% | +$61.8K | 0.03% | 148 |
|
|
2020
Q4 | $63K | Hold |
232
| – | – | 0.02% | 187 |
|
|
2020
Q3 | $61K | Sell |
232
-25
| -10% | -$6.57K | 0.02% | 172 |
|
|
2020
Q2 | $58K | Buy |
257
+65
| +34% | +$14.7K | 0.02% | 177 |
|
|
2020
Q1 | $32K | Hold |
192
| – | – | 0.01% | 211 |
|
|
2019
Q4 | $39K | Buy |
+192
| New | +$39K | 0.01% | 209 |
|